AuguStar Retirement

October is National Financial Planning Month. With the holidays just a few weeks away and the end of the year approaching, take a moment to think about your finances. Revisit your monthly budget or take this as an opportunity to make one. Think about all the ways you spend your money and if any of them can be tweaked to make you happier or your spending more efficient. Set a short-term, easy-to-reach financial goal, so you can practice techniques for bigger, further away wants, like the trip of a lifetime or even retirement. Accountability can be important and working with a financial professional may help keep you focused, and your goals attainable. They’ll be able to identify products and strategies that can help you put your money to work for you. Happy Planning!

Believe it or not, one in four Americans have less than $1,000 stashed away in savings*, which in a financial emergency is sort of like being caught in a torrential downpour with a cocktail umbrella.  For some, there’s likely a disconnect between their desire to save and their ability to do so. For others, however, it might just take a little education to open their horizons beyond low-yield bank accounts. Even those with considerably more than $1,000 set aside might not be tapping into the right savings vehicles for their financial goals.     Today is National Savings Day—a perfect excuse to kick-start the savings discussion and take it in a whole new direction. Have a prospective client nearing retirement who’s looking to grow their savings? A fixed indexed annuity might be a good fit: https://lnkd.in/gUHnzD9y. Maybe you know someone who’s drawn to the guarantees of whole life insurance, but unaware there are policies with cash growth potential and flexible loan opportunities? Talk to them about indexed whole life https://lnkd.in/gcBtEExr. #NationalSavingsDay #AuguStarRetirement #FixedIndexedAnnuity *”American Savings By Generation: How Balances and Goals Vary By Age.” Forbes.com, Aug 15, 2024

What is “SuperAge” and how can lifestyle planning help your clients make the most of their retirement years? David Stewart is the founder and face of AGEIST, where he brings science and data to life – providing actionable steps to enjoy an active, authentic lifestyle. His presentation covers the five pillars of “super aging” and provides financial professionals with lifestyle messaging that goes beyond the portfolio. Join us for this virtual event at 4 p.m. ET today for this can't-miss presentation! Register now at: https://lnkd.in/gBWUx7b3 #HealthyAging #HealthyAgingMonth #VirtualEvent #AuguStarAcademy

In honor of World Space Week 🪐 , we celebrate the endeavors, contributions, and victories in space science and its remarkable impact on the development of human existence. At AuguStar Retirement, we look to space for guidance on our client's financial futures, creating a universe of possibilities to achieve goals and aspirations, even with our feet planted firmly on Earth. Watch our new video to better understand what we see when we look to the cosmos. #WorldSpaceWeek #Cosmos #UniverseOfPossibilities #AuguStarRetirement

It’s no secret that the dedicated service professionals in this country often go above and beyond to meet the needs of their customers. That’s why the theme of this year’s Customer Service Week is “Above and Beyond.”    Accessibility is a key part of going above and beyond, and it’s one that we pride ourselves on at AuguStar. You could even say “Accessibility” is the “A” in our DNA. Whether you’re working with one of our sales or service teams in Cincinnati, Nashville or Denver—or one of our many sales representatives located throughout the U.S. -- the answer to your question is just one call away.     That extends to our underwriters and the dedicated case managers who see your application all the way through, from submission through placement.     Want to find out how we go above and beyond and can take your business to new heights? Visit us online.

Today is National Do Something Nice Day and we were curious. What is your favorite way to show kindness? Let us know in the comments below! #NationalDoSomethingNiceDay #SpreadKindness

October is National Financial Planning Month. 💵 📈 With the holidays around the corner, and the end of the year approaching, take a moment to think about your finances. Revisit your monthly budget or take this as an opportunity to make one. Think about all the ways you spend your money and if any of them can be tweaked to make you happier or your spending more efficient. Set a short-term, easy-to-reach financial goal, so you can practice techniques for bigger, further away wants, like the trip of a lifetime or even retirement. Accountability can be important and working with a financial professional may help keep you focused, and your goals attainable. They’ll be able to identify products and strategies that can help you put your money to work for you.  Happy Planning! #FinancialPlanning #FinancialAdvisors #PlanForTheFuture #NationalFinancialPlanningMonth  #AuguStarRetirement 

What is “SuperAge” and how can lifestyle planning help your clients make the most of their retirement years? David Harry Stewart is the founder and face of AGEIST, where he brings science and data to life – providing actionable steps to enjoy an active, authentic lifestyle. His presentation covers the five pillars of “super-aging” and provides financial professionals with lifestyle messaging that goes beyond the portfolio. It’s an engaging prospecting and educational approach designed to assist in attracting new clients and strengthening existing relationships. This AuguStar Academy webinar is a can’t-miss event and will include a comprehensive suite of tools and resources for attendees to help you bring the Super Aging platform to your clients and prospects. Register Now at: https://lnkd.in/gBWUx7b3

It's International Podcast Day! 🎙 ✨ In support of Life Insurance Awareness Month, Advanced Planning’s David Szeremet discusses the intersection of life insurance and advanced planning, and shines a light on 10 evergreen, but sometimes overlooked, life insurance sales opportunities. Listen now at: https://lnkd.in/gEZWeKst #InternationalPodcastDay #AdvancedPlanning #Podcast #LIAM #LifeInsuranceAwarenessMonth

It's National Inclusion Week! At AuguStar Retirement, we believe inclusion is the key to building a stronger, more connected workplace. That’s why we’re proud to offer Associate Resource Groups (ARGs) to help foster awareness, support and a sense of belonging among our associates. Our ARGs, like Cultures Connected, EmpowHER, Young Professionals and the Satellite ARG for our remote workforce, all play a vital role in creating a more inclusive environment. Each group brings unique perspectives and helps build bridges across different communities within our organization. And we’re not stopping there! We're continuously working to expand our ARG offerings, ensuring that everyone at AuguStar has a place to connect, grow, and make their voice heard. Inclusion is a journey, and we're committed to taking it together. #NationalInclusionWeek #Inclusion #Diversity #AssociateResourceGroups #CorporateCulture